Send binders back to SurePrep processing

Go to the 
OPTIONS
 column, then select the 
Picklist
icon for the binder.

Select
Send Back to SP Processing
 from the dropdown.
note
You can send back a binder only with the permission to do so. You can set this permission at
Admin
User Group Management
Permissions
SPbinder
Send Back Binder
.

In the
Send Back
window, select
Yes
.

Enter the reason for sending the binder back in the
Send Back Reason
field, then select
Save
to send the binder back.

Alternatively, select
Cancel
if you don't want to send back this binder.
Once you've sent back the binder, its status will be "SP Processing." The owner of the binder will receive an email notification.
A
Caution
icon displays in FileRoom for the binder that was sent back.

You can hover over the
Caution
icon to see the reason it was sent back.

To correct the information, open the binder. The
Create New Binder
 window will open. Correct the details then resubmit the binder.

Requirements